Business Intelligence and Analytics

The Beginner’s Guide to Joins in CRM Analytics

In the world of Business Intelligence, the ability to combine data from different sources is essential. Salesforce CRM Analytics (formerly Tableau CRM) offers a powerful feature called “joins” in its...

Beyond the Hype: How the Salesforce-Google Partnership May Transform Your Business

The world of enterprise AI is evolving at an unprecedented pace. Just this week, Salesforce and Google Cloud announced a major expansion of their strategic partnership—and although all the details...

Looking Behind the Curtain of Einstein AI: How Salesforce’s AI Powers Smarter Decisions

Have you ever wondered what’s happening behind the scenes when you see Einstein AI recommendations, predictions, or automated actions? This post unpacks what’s happening under the hood—no complex mathematics, just...

There is No Such Thing as Neutral Dashboard Design

We tend to think of numbers as facts and, in many ways, this is completely true. If my thermometer says it is 20 degrees outside, that is strong evidence that...

CRM Analytics Development Lifecycle: Production vs. Sandbox

When CRM Analytics is selected as a Business Intelligence application for data visualization, a common question always arises: Should we develop in Production or in a Sandbox? In this post,...

RevOps Leaders Panel

CloudKettle founder and CEO, Greg Poirier, was recently joined by Sales and Marketing/RevOps experts Ursula Ayrout and Betsy Sewell to chat about their experiences in RevOps and share some thoughts...